Method Community

Oh my hell. I'm so sorry, I think I'm blind! Thanks...

  Hi there, if you are using Method Field Services this is actually pretty easy and a standard feature. Go to Field Service Center>>>Estimate Create a new estimate or select an existing one.  Then click the button link that says ‘Create / Go To Work Order' Then watch what happens!

And how do I customize the screen for receiving a payment from the work order?  

Is there a way to turn an estimate in to a work order? I see where to create a sales order but that isn't what I want. Thanks.

Thank you very much. I will give that a try.

VLocke- It looks like I am able to duplicate this. I will create a ticket for our dev team. -Michael

You could also look at options to filter grids based on certain criteria using the transaction date of the invoice. In other words, hide Invoices you don’t want to see so they can never be selected.  Just my two cents.

Thank you Michael. 

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I am trying to edit my date scheduled field.  While editing the properties for this field, regardless of whether the check box for "Use today's date/time?" is checked or not, in step #4, the check box for "Override default time of day to _________" has no effect.  It seems this is a bug, it always defaults to ...